IDC estimates that the global semiconductor market will grow 15.9% per year in 2025, slightly slowing down from last year's 20% growth rate, and still maintaining healthy development. Mario Morales, Deputy General Manager of IDC Group, pointed out that AI infrastructure, PC and smartphone renewal cycles, and storage requirements are the three core areas driving the growth of the semiconductor industry. The data center market, led by Nvidia, is injecting strong momentum; automotive and industrial semiconductors are expected to bottom out in the second half of this year. IDC estimates that the global semiconductor market is expected to reach the $1 trillion milestone in 2028. The economic impact of AI will continue to expand, and is expected to account for 3.5% of global GDP by 2030.

IDC estimates that the global semiconductor market will grow 15.9% per year in 2025, slightly slowing down from last year's 20% growth rate, and still maintaining healthy development. Mario Morales, Deputy General Manager of IDC Group, pointed out that AI infrastructure, PC and smartphone renewal cycles, and storage requirements are the three core areas driving the growth of the semiconductor industry. The data center market, led by Nvidia, is injecting strong momentum; automotive and industrial semiconductors are expected to bottom out in the second half of this year. IDC estimates that the global semiconductor market is expected to reach the $1 trillion milestone in 2028. The economic impact of AI will continue to expand, and is expected to account for 3.5% of global GDP by 2030.